Industries
The billable week hides in four products.
Consultancies, agencies, and firms sell time, retainers, and outcomes. CRM, projects, time, and billing rarely share a client. Utilisation is a feeling. Cash is a surprise.
Who this is for
Managing partners, COOs, and finance leads in mid-sized professional services firms.
Typical stack: CRM, a project tool, time tracking, invoicing, and a partner spreadsheet for who is actually busy.
How the week actually runs
The sale is not the start of the record
A won deal in the CRM becomes a project in another product, often with a different name.
Time does not find the invoice
Worked hours sit in a tracker. Billing sits in a file. Margin is reconstructed on Friday.
Retainers drift
Scope, hours, and cash are three stories. Renewal is a guess.
What we do here
We join CRM, projects, time, and billing on the same client so utilisation and cash are not folklore.
A won deal becomes a project without a rename.
Worked hours can find an invoice.
Retainers stop drifting in three stories.
If a spreadsheet still runs the week, start there.
Describe the stack and the meeting that stalls.
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